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Summit Trail Advisors’s Simon Property Group SPG Stock Holding History

Summit Trail Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.65M Sell
30,279
-11,695
-28% -$2.23M 0.08% 145
2025
Q4 		$7.77M Sell
41,974
-1,294
-3% -$235K 0.13% 95
2025
Q3 		$8.12M Buy
43,268
+15,899
+58% +$2.74M 0.11% 96
2025
Q2 		$4.4M Buy
+27,369
New +$4.32M 0.08% 136
2024
Q4 		– Sell
-4,442
Closed -$751K – 711
2024
Q3 		$751K Buy
4,442
+718
+19% +$114K 0.02% 318
2024
Q2 		$565K Buy
3,724
+60
+2% +$8.84K 0.01% 344
2024
Q1 		$573K Buy
3,664
+1,511
+70% +$222K 0.02% 309
2023
Q4 		$307K Sell
2,153
-251
-10% -$30.3K 0.01% 401
2023
Q3 		$260K Buy
2,404
+153
+7% +$17.9K 0.01% 418
2023
Q2 		$260K Buy
+2,251
New +$245K 0.01% 406
2018
Q2 		– Sell
-2,127
Closed -$321K – 655
2018
Q1 		$321K Sell
2,127
-190
-8% -$30.2K 0.05% 264
2017
Q4 		$386K Buy
+2,317
New +$376K 0.05% 270

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Trail Advisors's SPG Position: Q1 2026 in Review

Summit Trail Advisors reduced its Simon Property Group (SPG) stake by 28% in Q1 2026, selling an estimated $2.23M and leaving 30,279 shares worth $5.65M. The position accounts for 0.08% of the portfolio, ranked #145.

Summit Trail Advisors first reported a position in SPG in Q4 2017 and has held it in 12 quarters since. The position peaked at $8.12M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Summit Trail Advisors held 30,279 shares of Simon Property Group worth $5.65M as of Q1 2026.
  • Summit Trail Advisors sold 11,695 Simon Property Group shares in Q1 2026, an estimated $2.23M.
  • Simon Property Group made up 0.08% of Summit Trail Advisors's portfolio in Q1 2026, its #145 holding.
  • Summit Trail Advisors first reported a position in Simon Property Group in Q4 2017 and has held it in 12 quarters since.
  • Summit Trail Advisors's Simon Property Group position peaked at $8.12M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.